Eversource Wealth Advisors
$3.0B 13F equity value
4,579 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Eversource Wealth Advisors covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| VUG | VANGUARD GROWTH ETF | 1,282,340 | $110M | 3.7% |
| VTV | VANGUARD VALUE ETF | 376,246 | $82M | 2.8% |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | 1,010,101 | $72M | 2.4% |
| PRXG | PRAXIS IMPACT LARGE CAP GROWTH ETF | 1,509,765 | $59M | 2.0% |
| AAPL | APPLE INC COM | 191,650 | $55M | 1.9% |
| PRXV | PRAXIS IMPACT LARGE CAP VALUE ETF | 1,440,018 | $50M | 1.7% |
| IAU | iShares Gold Trust ETF | 655,374 | $49M | 1.7% |
| NVDA | NVIDIA CORPORATION COM | 242,540 | $49M | 1.6% |
| AMAT | APPLIED MATLS INC COM | 51,878 | $38M | 1.3% |
| GOOGL | ALPHABET INC CAP STK CL A | 103,812 | $37M | 1.3% |
Track Eversource Wealth Advisors's 13F portfolio: $3.0B in reported holdings, 4,579 positions. Top holdings and quarterly changes on SentiSense.
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